Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 1,761 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
47,188
shares
|
$1.29 Million
0.38% of portfolio
|
Q3 2024
Reduced 22.75%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
47,018
shares
|
$1.28 Million
0.47% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
46,983
shares
|
$1.28 Million
0.8% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
46,340
shares
|
$1.26 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
46,192
shares
|
$1.26 Million
2.9% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
45,134
shares
|
$1.23 Million
2.63% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
44,925
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
44,798
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
44,632
shares
|
$1.22 Million
0.75% of portfolio
|
Q4 2021
Added 75.26%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,600
shares
|
$1.22 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
44,560
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
44,365
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
44,303
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
44,271
shares
|
$1.21 Million
3.46% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
44,176
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 201.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,797
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
43,682
shares
|
$1.19 Million
0.79% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
43,300
shares
|
$1.18 Million
1.24% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
43,288
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Added 273.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
43,215
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
42,865
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
42,745
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
42,706
shares
|
$1.16 Million
0.65% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$1.16 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
42,517
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Added 148.1%
|